Dan Romano, CPA, PFS
When it comes to financial services, Dan Romano is Gray, Gray & Gray's "top gun." In addition to his work with a number of our leading clients, Dan heads our Gray Equity Management division, helping to guide decisions designed to preserve and grow client assets.
Dan's scrupulous attention to detail and organizational skills make for smooth sailing during even the most challenging assignments. His ability to work closely with our clients and to quickly establish a strong working rapport makes the process easier and more efficient.
Dan first came to Gray, Gray & Gray as a Northeastern University cooperative education student in 1981, and joined the firm full-time in 1983. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
Gray Equity Management
As the partner in charge of Gray Equity Management, Dan coordinates and manages wealth building and asset protection services for a broad variety of individual clients. In addition to being a Certified Public Accountant, Dan is a Personal Financial Specialist (PFS), and has attained Series 7 and Series 66 securities broker licenses. He is also a licensed life insurance broker.
E-mail Dan at dromano@gggcpas.com.